Carnegie Capital Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,303,971
-1.7%
17,234
+8.5%
0.05%
+2.0%
Q2 2023$1,326,722
-10.7%
15,877
-11.2%
0.05%
-16.9%
Q1 2023$1,485,210
-18.4%
17,885
-18.9%
0.06%
-24.4%
Q4 2022$1,819,208
+12.4%
22,056
+9.2%
0.08%
+1.3%
Q3 2022$1,619,000
-17.9%
20,197
-6.7%
0.08%
-13.5%
Q2 2022$1,973,000
-14.4%
21,658
+1.8%
0.09%
+6.0%
Q1 2022$2,305,000
-7.5%
21,267
-0.9%
0.08%
+2.4%
Q4 2021$2,491,000
+7.0%
21,470
-6.1%
0.08%
-6.8%
Q3 2021$2,328,000
-2.8%
22,875
-2.8%
0.09%
-2.2%
Q2 2021$2,396,000
+9.3%
23,543
-1.4%
0.09%
-2.2%
Q1 2021$2,193,000
+3.8%
23,872
-4.0%
0.09%
-3.2%
Q4 2020$2,112,000
-7.7%
24,862
-14.2%
0.10%
-18.8%
Q3 2020$2,287,000
-11.5%
28,976
-12.1%
0.12%
-21.5%
Q2 2020$2,584,000
-3.8%
32,958
-14.3%
0.15%
-20.3%
Q1 2020$2,685,000
-36.2%
38,441
-15.3%
0.19%
-23.0%
Q4 2019$4,210,000
-3.2%
45,367
-2.7%
0.24%
-12.3%
Q3 2019$4,347,000
+3.4%
46,613
-3.1%
0.28%
+1.5%
Q2 2019$4,205,000
-0.3%
48,107
-0.9%
0.27%
-5.9%
Q1 2019$4,219,000
+14.3%
48,539
-1.9%
0.29%
-15.5%
Q4 2018$3,691,000
+5.2%
49,502
+13.5%
0.34%
+19.1%
Q3 2018$3,507,000
-7.1%
43,598
-5.3%
0.29%
+0.3%
Q2 2018$3,774,000
-0.4%
46,033
-4.9%
0.29%
-9.7%
Q1 2018$3,789,000
-5.3%
48,400
-9.9%
0.32%
-10.2%
Q4 2017$3,999,000
-20.1%
53,690
-10.5%
0.35%
-39.5%
Q3 2017$5,002,000
-8.5%
60,015
-7.9%
0.58%
-12.0%
Q2 2017$5,467,000
-0.0%
65,160
-2.2%
0.66%
-1.9%
Q1 2017$5,469,000
+24.6%
66,648
+27.7%
0.68%
+16.1%
Q4 2016$4,390,000
-1.0%
52,207
-2.0%
0.58%
-8.6%
Q3 2016$4,433,000
-6.2%
53,255
+1.9%
0.64%
-4.2%
Q2 2016$4,728,000
+35.4%
52,239
+25.0%
0.67%
+24.7%
Q1 2016$3,493,000
+12.3%
41,801
+3.4%
0.54%
-0.9%
Q4 2015$3,110,000
-7.6%
40,432
-3.1%
0.54%
-6.6%
Q3 2015$3,365,000
+3.7%
41,713
-3.9%
0.58%
+1.9%
Q2 2015$3,244,000
-11.7%
43,428
-2.4%
0.57%
-10.6%
Q1 2015$3,673,000
-10.9%
44,480
-8.4%
0.63%
-18.0%
Q4 2014$4,122,000
+25.8%
48,536
+6.4%
0.77%
+18.6%
Q3 2014$3,277,000
-1.3%
45,607
+2.8%
0.65%
-13.6%
Q2 2014$3,321,000
+9.0%
44,368
+2.8%
0.76%
-6.0%
Q1 2014$3,048,000
+21.7%
43,155
+11.3%
0.80%
+19.5%
Q4 2013$2,504,000
+26.5%
38,782
+29.5%
0.67%
+10.2%
Q3 2013$1,980,000
+3.4%
29,938
+7.5%
0.61%
-3.0%
Q2 2013$1,914,00027,8490.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders